Four questions to ask your financial advisor

May 16, 2017
You want to get your finances in order and start planning for the future, but meeting with a financial advisor at a bank or investment firm can be intimidating. How can you be sure they have your best interest in mind? James Chisholm outlines four questions that you should ask of your investment professional to determine the right fit for you and give you some peace of mind in the financial planning process. James Chisholm is Vice-President, Private Investment Counsel and Wealth Solutions with ATB Investment Management Inc. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. ATB Investment Management Inc., ATB Securities Inc. and ATB Insurance Advisors are wholly owned subsidiaries of ATB Financial and operate under the trade name ATB Investor Services. The content on this page is for informational purposes only and is not a substitute for professional investing, tax, or financial advice. You should always consult a professional for your specific needs and circumstances.
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